Kristeena Michele Beasley

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 05/2024
  Bb&T / Truist
  Rocky Mount, NC
• 05/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2014-10-24 → 2016-04-11
  Osaic Institutions, Inc.
  Rocky Mount, NC
• 2006-03-21 → 2014-09-17
  Bb&T Investment Services, Inc.
  Rocky Mount, NC
  Charlotte, NC
  Charlotte, NC
• 2005-04-04 → 2006-03-21
  Bb&T Asset Management, Inc.
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20
• S65 Uniform Investment Adviser Law Examination
  2005-04-01
• S63 Uniform Securities Agent State Law Examination
  2001-01-12

Other Names

• Kristeena Michele Mcbride